PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
Herc Holdings
HRI
+$264K

Sector Composition

1 Utilities 11.54%
2 Consumer Staples 10.79%
3 Healthcare 9.01%
4 Technology 8.82%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3K ﹤0.01%
41
+5
777
$3K ﹤0.01%
54
-52
778
$3K ﹤0.01%
202
779
$3K ﹤0.01%
63
780
$3K ﹤0.01%
164
+6
781
$3K ﹤0.01%
56
-150
782
$3K ﹤0.01%
50
+23
783
$3K ﹤0.01%
41
784
$3K ﹤0.01%
92
-68
785
$3K ﹤0.01%
133
786
$3K ﹤0.01%
80
+23
787
$3K ﹤0.01%
104
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788
$3K ﹤0.01%
+27
789
$3K ﹤0.01%
+182
790
$3K ﹤0.01%
361
791
$3K ﹤0.01%
59
792
$3K ﹤0.01%
121
793
$3K ﹤0.01%
48
+2
794
$3K ﹤0.01%
167
795
$3K ﹤0.01%
+225
796
$3K ﹤0.01%
203
+73
797
$3K ﹤0.01%
+54
798
$3K ﹤0.01%
81
799
$3K ﹤0.01%
98
800
$3K ﹤0.01%
94
-158
30 31
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